Page 3 - Pharma Sector

Alembic Pharma shares plunge 9% on soft Q4 results, weak margins drag

Alembic Pharmaceuticals reported a 29 per cent year-on-year (Y-o-Y) rise in consolidated net profit to ₹202 crore as compared to ₹157 crore in the year-ago period

Biosimilars could surpass generics in US mkt by early 2030s: Dr Reddy's CEO

Dr Reddy's CEO Erez Israeli says semaglutide, biosimilars and oncology will drive the company's next growth phase as it expands beyond traditional generics globally

Zydus to acquire Assertio in ₹1,570 crore deal to expand US business

Acquisition gives Zydus a branded-drugs commercial platform in the US and strengthens its specialty pharmaceutical presence in pain and oncology therapies

Cipla Q4 profit plunges 55% to ₹554.6 cr amid US drag, higher R&D spend

Drugmaker cites lower contribution from key US products, higher R&D investments and rising operating costs as Q4 FY26 profit declines sharply

Cipla shares jump 5% after Q4 results; records highest-ever yearly revenue

Cipla reported total income from operations of ₹6,541 crore, down 2.8 per cent year-on-year (Y-o-Y) from ₹6,730 crore in the year-ago period

India's next pharma leap will be built on smarter global regulations

A risk-based system allows regulators to pay attention where it matters most, while providing industry with predictability

Pharma, healthcare funds are in recovery mode. Should you enter them now?

Hold existing investments if you have a long horizon; book partial profits if exposure exceeds 10 per cent

Dr Reddy's Q4 PAT crashes 86% on generic Revlimid shock in US market

The fall was driven by weak US sales of Revlimid, offset only partially by growth in India, Europe, and emerging markets

Cipla Q4 preview: Profit may plunge on weak US sales; check estimates here

Cipla's March 2026 quarter revenue is expected to decline marginally to ₹6,665 crore as compared to ₹6,730 crore in the year-ago period

Sun Pharma exploring Eurobonds, bond swaps to fund US-based Organon buy

According to bankers, the Indian pharma major plans to raise around $10 billion from various sources, while the remaining will be funded through internal accruals

Govt sector, BFSI, and pharma key business drivers, says Qlik India MD

The major business growth drivers for data analytics and artificial intelligence player Qlik are the government sector, Banking, Financial Services, and Insurance (BFSI), and pharma, according to the US-based firm's Managing Director (India), Varun Babbar. "We see a lot of initiatives by various state governments as well as central governments where they are revamping their whole data ecosystem and building the right data foundations to build AI-driven projects," Babbar told PTI. Banking and financial services have been early adopters of technology, and they were the first ones to build data warehouses and data lakes, he said, adding that there is a lot of innovation being done by them. Besides, he said, pharma is another vertical where a lot of traction is taking place. On the government side, he said, the company is working with three states apart from various public sector companies, including Indian Oil Corporation. "We see a lot of initiatives built by various state governmen

Centre eases CME norms for medtech firms under UCMPMD with conditions

New UCMPMD amendment allows overseas training without prior approval in cases where equipment or expertise is unavailable domestically, shifting compliance responsibility to firms

Bain Capital sells nearly 1% stake in Emcure Pharma for ₹289 crore

Global investment firm Bain Capital has divested nearly a 1 per cent stake in Emcure Pharmaceuticals for over Rs 289 crore through open market transactions, according to the block deal data on the NSE. Following the stake sale, shares of Emcure Pharmaceuticals fell 2.31 per cent to trade at Rs 1,690 apiece on the National Stock Exchange (NSE). US-based Bain Capital, through its affiliate BC Investments IV Ltd, offloaded 18 lakh shares, or a 0.95 per cent stake in Pune-based Emcure on Wednesday. The shares were sold at an average price of Rs 1,608.20 apiece, taking the transaction value to Rs 289.47 crore. After the latest transaction, BC Investments IV's holding in Emcure has declined to 2.93 per cent from 3.87 per cent. Meanwhile, Norway's Government Pension Fund Global bought the same number of shares at the same price. The Norwegian Fund is the world's largest sovereign wealth fund. In February this year, Emcure Pharmaceuticals posted a 48 per cent year-on-year increase in it

Brazil rejects Dr Reddy's, Cipla GLP-1 generics on technical grounds

Brazil's regulator Anvisa rejects DRL and Cipla's generic GLP-1 drug filings, citing unmet technical requirements on efficacy, safety and quality

Ammonia shortage: DoP to seek support from MoPNG, Fertilisers Dept

The Department of Pharmaceuticals plans to approach MoPNG and the Fertilisers Department to secure ammonia supplies for drugmakers amid shortages triggered by West Asia tensions

Results preview: Pharma growth steady in Q4, but US drag weighs on margins

India's pharma and healthcare firms may post steady Q4 revenue growth, but weak US generics and rising costs are likely to keep margins under pressure

West Asia war drags India's March drug exports for first time in 3 years

On an FY basis, India's pharma exports remained flat at $31.11 billion in FY26, a 2.13 per cent rise from $30.47 billion in FY25

Pharma cos brace for soft Q4; US drag persists; domestic growth cushions

Pharma sector may see a 7 per cent Y-o-Y growth in reported sales and a 1 per cent increase in Ebitda, led by steady ex-gRevlimid US sales, healthy domestic growth, and favourable forex movements

Diagnostics stocks favoured on Q4 optimism amid strong volume growth

Sector to outshine healthcare peers as higher volumes, steady realisations will boost revenue and profit, say analysts

Drug regulator may retain GMP relaxations in Schedule M for select products

DTAB recommends continuing GMP exemptions under revised Schedule M for disinfectants, medical gases and gelatin capsules, citing limited relevance of strict norms